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Jacob Aaron Mcclure

THE WEALTH COACH, LLC·SALADO, Texas
Clean recordTHE WEALTH COACH, LLC
918 NORTH MAIN STREET, SALADO, TX 76571CRD# 2740184Firm CRD# 144588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Aaron Mcclure · SALADO, TX
Registration
CRD #2740184 · THE WEALTH COACH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacob Aaron Mcclure is a registered financial advisor based in SALADO, Texas, affiliated with THE WEALTH COACH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE WEALTH COACH, LLC
THE PERSONAL WEALTH COACH
AUM
$187M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at THE WEALTH COACH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2740184
Firm CRD# 144588
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacob Aaron Mcclure offer?
Jacob Aaron Mcclure specializes in Financial Planning, Investment Management. Contact their office in SALADO, Texas for a consultation.
What are Jacob Aaron Mcclure's credentials?
Jacob Aaron Mcclure is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Aaron Mcclure located?
Jacob Aaron Mcclure is based in SALADO, Texas, working with THE WEALTH COACH, LLC. Their office serves clients in the SALADO metropolitan area and surrounding communities.
How does Jacob Aaron Mcclure charge for services?
Jacob Aaron Mcclure's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE WEALTH COACH, LLC?
THE WEALTH COACH, LLC has approximately 3 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE WEALTH COACH, LLC

Deaone Lynn Prall
SALADO, TX
Jeffrey William Mcclure
SALADO, TX
Melissa Renee Mikeska
SALADO, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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